Family Financials Archives - Adviser Investments

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Family Financials

Understanding Defined Benefit Plans

September 11, 2020

There are two main types of employer sponsored-retirement plans: Defined contribution plans and defined benefit plans. What sets the two apart are who is contributing to the plan and where the investment responsibility lies. With defined contributions—the most common of which is the 401(k)—employees determine the amount they wish to …

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Rent or Buy?

September 4, 2020

“Should I rent or should I buy?” Since buying a home is the largest purchase most people will ever make, this is a financial dilemma almost all of us have faced at least once in our lives. Buying is not for everyone—for some, renting may be a better or more …

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Stock Buybacks: Public Enemy Number One?

Common Misconceptions About Buybacks and How They Impact Your Portfolio

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Financial Planning in Your 20s

August 14, 2020

Is youth really wasted on the young? Not necessarily. Our twenties are a time of great opportunity—starting a career, advancing in education, living on our own, perhaps meeting a life partner. This is when many of us establish the financial and investment habits that create a solid foundation for the …

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Annuities 101

August 7, 2020

Some concepts in the financial planning world are intuitive. Annuities, which often combine investment options with various forms of insurance, are not. As a retirement income tool, they’ve received increasing attention of late, especially after a provision in the SECURE Act—signed into law at the end …

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Buying a Second Home

July 24, 2020

As summer stretches on and mortgage rates hit record lows, vacationers and would-be travelers staying put may find themselves daydreaming about what it would take to turn their favorite mountain, beach or lake home into a permanent family retreat. Of course, buying a second property could have a major impact …

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Special Report

Social Security's Role in Your Retirement

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IRS Extends 2020 RMD Relief Waivers

July 10, 2020

Two weeks ago, we briefly discussed the IRS notice that offered relief to anyone who took a required minimum distribution (RMD) early in 2020—extending and expanding on a CARES Act waiver that gave people additional time to return that money to retirement accounts, penalty-free. Here’s a little more detail on …

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